Administrative, Clerical, Support, Chapter Relations, Customer Service and Support
Preferred Education:
4 Year Degree
The Member Coordinator/Advocate assists the Trusted Choice team in all areas of the mission and goals. This includes customer service, office automation and general office/admin duties. The Member Advocate must have a thorough knowledge of the organization’s products and services to achieve customer satisfaction. Additionally, this position helps to better the member experience through identification of trends in emails or phone calls in specific relation to the Trusted Choice brand and member resources.
Essential Duties and Responsibilities:
Handle agent, state association, company partner and staff inquiries via email, phone and online communications. This would entail 15-30 incoming calls daily, 20-40 e-mails daily and 5-10 member chats a week.
Acquire great familiarity of Trusted Choice and website in order to educate & support member agents.
Liaison for consumers, member agencies and states.
Assist marketing team with administrative duties as needed.
Contact prospective company partners when necessary
Contact states, oversee logistics for supplying materials to conventions
Manage Marketing Reimbursement Program (MRP) or other member agent programs including reviewing applications, gathering correct materials and processing through accounting
Oversee and order materials and supplies needed for Trusted Choice
Coordinate and plan meeting in conjunction with meeting planning staff for board meetings including preparing materials and room set up.
Keep all relevant member, volunteer and staff lists up to date (members, chair, etc.)
Mail materials needed to states/companies/agencies
Other duties as assigned
Education and professional Requirements:
Bachelor’s degree or equivalent(Minimum equivalent of 2 years of relevant college education obtained through coursework or Associate’s Degree)
Excellent verbal, written, organizational and customer service skills are required.
Be flexible, adaptable, ability to work on a wide variety of tasks independently and in a team structure, and comply with confidentiality.
Possess the ability to meet deadlines, set priorities, and demonstrate a high degree of attention to detail.
Ability to perform duties with initiative, persistence, creativity, integrity, good judgment, tact and courtesy.
Experience with membership databases and membership software.
Advanced PC proficiency, including Microsoft Office, Outlook, Word, Excel, Google systems and ability / willingness to learn new software and programs as required.
Ability to produce summary reports for a variety of audiences.
Ability to relate in a positive manner with a variety of personality types.
Must be a self-starter and highly dependable.
Willing and able to occasionally work beyond the traditional hours.
A minimum three to five (3-5) years experience in a professional office setting, including accounting functions, preferably with previous experience in an association/non-profit environment.
About Independent Insurance Agents & Brokers Assoc.
The Independent Insurance Agents & Brokers of America (Big "I") is a national alliance of more than a quarter million business owners and their employees who offer all types of insurance and financial services products.
Unlike company-employed agents, Big "I" independent insurance agents and insurance brokers represent more than one insurance company, so they can offer clients a wider choice of auto, home, business, life, health coverages as well as retirement and employee-benefit products.
The Big "I" has a consumer facing brand, Trusted Choice, which members can use for co-branding and support.
